Max’s focus is on alternative investment solutions, concentrated stock strategies and the ongoing due diligence of third party money managers within client portfolios.
Max Bull develops customized investment management and wealth planning solutions for entrepreneurs, corporate executives and families with substantial assets. Originally from Faribault, Minnesota, Max graduated from the University of Denver with a BS in finance. Max was a national CoSIDA academic award winner and co-captain of the 2003-04 NCAA national championship hockey team. While in college, he interned with Shawn Fowler, and joined the firm after graduating. He earned membership in the Firm’s prestigious President’s Club in 2016. Max was named to On Wall Street Magazine’s listing of “Top 40 Advisors Under 40” nationally in 2017 and 2018 and recognized in Forbes Magazine’s inaugural list of “America’s Top Next Generation Wealth Advisors”. Max is a member of the University of Denver Student Development Committee and Daniels College of Business Alumni Advisory Board. He is an avid supporter of Shattuck-St. Mary’s School, DAWG Nation Hockey Foundation and Stupid Cancer. Max resides in Denver with his wife, Kea, and son, Gunnar.
Securities Agent: AK, AR, AZ, CA, CO, DE, FL, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures